Appointment setter

Pacifique Investments; Surat; On-site; INR 180,000 - 260,000; Full time

Job summary

Pacifique Investments in Surat, India is seeking an Appointment Setter who will be the first point of contact for prospective and existing clients. The role involves contacting leads, qualifying opportunities, and scheduling appointments for Relationship Managers, with a focus on strong communication and timely follow-ups.

You will maintain accurate CRM records, coordinate with internal teams, and strive to meet daily and monthly appointment targets.

Qualifications

• Bachelor’s degree in any field; relevant experience preferred.
• Experience in appointment setting, telecalling, or client servicing.
• Strong communication and persuasion skills.

Responsibilities

• Contact leads and existing clients to schedule appointments.
• Qualify opportunities and coordinate with Relationship Managers.
• Maintain CRM records of interactions and appointment statuses.
• Meet daily, weekly, and monthly appointment targets.
• Follow up to maximize attendance and conversions.

Skills

Excellent communication

Interpersonal skills

Lead qualification

CRM management

Follow-up and coordination

Appointment scheduling

Education

Bachelor's degree

Tools

CRM tools

Job description

Role Overview

We are looking for an Appointment Setter who will be the first point of contact for prospective and existing clients. The role involves contacting leads, understanding client requirements, qualifying opportunities, and scheduling appointments for Relationship Managers. Success in this role requires strong communication, consistent follow-ups, and accurate CRM management.

Key Responsibilities

Contact prospective and existing clients through company-provided leads, referrals, and marketing campaigns. Build rapport and establish professional relationships with prospects and clients. Qualify leads and schedule appointments for Relationship Managers. Conduct timely follow-ups to maximize appointment confirmations and attendance. Maintain accurate records of client interactions, follow-ups, and appointment statuses in CRM. Coordinate with Relationship Managers and internal teams. Meet daily, weekly, and monthly calling and appointment-setting targets. Maintain lead databases and client information accurately. Support business development through proactive client engagement.

Requirements

Bachelor’s degree in any field. Experience in appointment setting, telecalling, customer service, lead generation, sales support, or client servicing preferred. Excellent communication and interpersonal skills. Strong relationship-building and persuasion skills. Proficiency with CRM tools and digital communication. Effective follow-up and coordination skills. Bachelor's degree in Business, Marketing, IT, or related field.